2024-05-07T18:52:25-05:00 2023-12-31 Bove Associates 6000 N 62nd Place Paradise Valley AZ 85253 990PF 2023-01-01 236396940 McLean Contributionship % SANDRA MCLEAN MCLE 6109898090 230 Sugartown Road Suite 30 Wayne PA 19087 Sandra McLean Executive Director 6109898091 2024-05-14 true Sandra McLean XXX-XX-XXXX true Richard J Bove P00168743 5205773000 X 2 2023 2023-04-26 12:10:37Z X 70244312 X 6105 X 12610 12610 807508 807508 3720818 12175214 3720818 217994 217994 4765035 4758930 129790 129790 19218 19218 3175 0 0 0 194388 163001 115367 22479 31564 31564 39674 37236 533176 185480 0 217808 3190522 3190522 3723698 185480 0 3408330 1041337 4573450 131338 231590 231590 10433875 12446693 12282142 27411688 26997591 51506700 7097020 6663823 6223880 45073921 46339697 70244312 0 0 X 6413859 6419964 38660062 39919733 45073921 46339697 45073921 46339697 45073921 1041337 224439 46339697 46339697 WSFS CG P 2022-01-01 2023-12-31 201 201 201 WSFS ST COVERED P 2022-03-18 2023-03-15 1726260 1684506 41754 41754 WSFS LT COVERED P 2016-12-27 2023-10-06 6832705 4422973 2409732 2409732 WSFS ST NON COVERED P 2022-10-06 2023-10-05 1910548 1910548 WSFS LT NON COVERED P 1950-01-01 2023-01-10 1569721 436369 1133352 1133352 FIDUCIARY TRUST ST COVERED P 4050 4050 4050 FIDUCIARY TRUST LT COVERED P 131729 131729 131729 3720818 63571 63571 63571 114204 0 114204 X 0 50633 50633 false false false false false false false true true PA true false false false false true mcleancontributionship.org SANDRA MCLEAN 6109898090 230 SUGARTOWN ROAD SUITE 30 WAYNE PA 19087 false false false false false false false false false false false false false false false false false X false false false John Bales 230 Sugartown Road Wayne PA 19087 Trustee Chairman 0 0 0 0 Charles Catherwoood 230 Sugartown Road Wayne PA 19087 Treasurer 0 0 0 0 Diana McLean Liefer 230 Sugartown Road Wayne PA 19087 Trustee 0 0 0 0 Sandra McLean 230 Sugartown Road Wayne PA 19087 Trustee/Exec Dir/Secr/V Chair 40.0 129790 0 0 Wendy W McLean 230 Sugartown Road Wayne PA 19087 Trustee 0 0 0 0 Otis Bullock Jr 230 Sugartown Road Wayne PA 19087 Trustee 0 0 0 0 Stephen Holt 230 Sugartown Road Wayne PA 19087 Advisory Trustee 0 0 0 0 Martha Morris 230 Sugartown Road Wayne PA 19087 Advisory Trustee 0 0 0 0 Marrea D Walker Smith 230 Sugartown Road Wayne PA 19087 Advisory Trustee 0 0 0 0 JOHN W BRISTOL & COMPANY INC 48 WALL ST NEW YORK NY 10005 INVESTMENT MGMT 0 N/A NONE 65502757 210822 0 65713579 0 65713579 985704 64727875 3236394 3236394 63571 63571 3172823 3172823 3172823 3408330 0 0 0 0 3408330 3172823 0 2021 2020 2019 0 174518 150923 42126 207744 547628 1122939 3408330 0 3172823 235507 1358446 0 0 0 0 174518 1183928 150923 42126 207744 547628 235507 NO MANAGERS CONTRIBUTED MORE THAN T NO MANAGERS OWN ANY STOCK AND THE F McLean Contributionship 230 Sugartown Road Suite 30 Wayne PA 19087 6109898090 Please see the Contributionship's Website: McLeancontributionship.org Please see the Contributionship's Website: mcleancontributionship.org Please see the Contributionship's Website: mcleancontributionship.org Detail Available at Foundation Office Attached Office of the Foundation 230 Sugartown Road Suite 30 Wayne PA 19087 None PC General and Restricted Gifts to various Philadelphia area IRC 501 c 3 charitable organizations. PDF attachment contains list and amounts of all gifts and grants. 3190522 3190522 14 12610 14 807508 18 3720818 OTHER PORTFOLIO INCOME 14 217994 4758930 4758930 false false false false false false false false false false NONE VARIOUS FNMA 2538140 2161979 VARIOUS CORPORATE 2592543 2659491 VARIOUS PREFERRED 1533140 1402410 VARIOUS SECURITIES 26997591 51506700 12446693 12282142 BANK FEES 33 COPIER FEES 3483 3483 DUES 8500 8500 GUIDE STAR 1710 1710 SOFTWARE MAINTENANCE 19594 19594 MISCELLANEOUS 582 582 PAYROLL SERVICE 1094 POSTAGE 2058 2058 VERIZON 1309 1309 WORKERS COMPENSAION INS 1311 Fiduciary Trust Dividends 88374 88374 Fiduciary Trust Interest 129620 129620 BOOK INT & DIV ACCRUED BUT NOT ON 1099 224439 INVESTMENT MANAGER 171583 BMT INVESTMENT FEES 22805 22156 BMT INTEREST INVESTMENT EXPENS 11146 BMT FEES 128318 BMT MISC 881 BMT INVESTMENT TAX PREP FEE 500 EXCISE TAXES 115357 FOREIGN TAXES 22479 RADNOR TWP 10